Floify

OverviewYou'll have the option to generate a pre-approval letter for the borrower directly from your realtor/partner portal if the lender ...

Generate a Pre-Approval Letter in My Realtor Account

Overview
Using your secure portal, you can keep to up to date with what's going on in your borrower's loans. The lender may use what are c...

Review a Borrower's Milestone Updates

Overview
Once you have an established account set up as a realtor or partner, you may need to sign in several times to review individual l...

Log In to My Portal

Overview
It’s invaluable to receive notifications keeping you up to date in regards to where the borrowers are in the loan flow process. T...

Manage My Text Notifications

Overview
Once you're logged into your account, you will want to make sure to log out after you've completed each session to maintain the s...

Log Out of My Portal

Overview
Once your account has been created, you will have access moving forward to log in and review any loans you currently have access ...

Reset My Password

Overview
Once you've established your portal, you will have access to update your account details including your email address, contact in...

Update My Account Details

Overview
You'll have the option to upload an additional completed document if you need to upload a document to the lender on the borrower'...

Upload a Document

Overview
Using your secure portal, you can keep to up to date with what's going on in your borrower's loans, upload additional documents f...

Portal Overview for Realtors

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Realtor, Partner Help

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